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Operations Assistant

3 months ago

Wakefield, United States Cross Insurance Full time
The Cross Family of Agencies welcomes you. We need your talent and expertise.

Operations Assistant - Wakefield

Operations Assistants are primarily responsible for providing operational and administrative support to management and other staff members with a Cross branch or region.

Duties of an Operations Assistant include, but are not limited to:

  • Manage the operations of the Cross Wakefield branch office, including leading day-to-day operations of the front desk, communicating with Building Management, new hire onboarding, and customer service/client support.
  • Provide general administrative and project-related support to Regional Director of Operations and Regional Leadership team.
  • Preparing and distributing monthly/quarterly reports from various platforms including production, sales, pipeline and policy expiration reports.
  • Branch invoicing, resolving account discrepancies, assist with the reconciling of the book of business production, work with branches on account receivable reports and other similar duties.
  • Assist with policy processing as needed.
  • Manage and maintain Wakefield document library.
  • Other duties or special projects may be assigned.
Required Qualifications:
  • Bachelor's Degree or greater in Business Administration, Marketing or related field.
  • Exceptional verbal and written communication skills.
  • High level of interpersonal skills to handle sensitive and confidential information.
  • Exhibit multitasking and time-management abilities, with the aptitude to prioritize tasks.
  • Proficiency in Microsoft Office 365 Suite, particularly Excel, Outlook, Teams, Word and PowerPoint, and AdobePro. Experience with workday and Vertafore AMS helpful but not necessary.